Category Archives: estate planning and taxes

Essential Elements to Establish a California Revocable Living Trust

  Most people hold title to California real property these days in the name of a “Trust”.  Experienced Realtors and real estate professionals understand what is required and the essential elements to establish a Revocable Living Trust in California: 1.  Intent … Continue reading

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Ways to Protect Your Estate Assets from Lawsuits at Orange County CA

  Probate courts in California are full of people prosecuting lawsuits and claims against decedent estates, trusts, trustees, administrators, executors, heirs, beneficiaries, and family members and caretakers.  So do your financial estate planning at Orange County CA carefully and protect your assets as … Continue reading

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Federal Estate Tax Reinstated – Estates of People Who Die After January 1, 2011

Federal Estate Tax Reinstated – Estates of People Who Die After January 1, 2011 Continue reading

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